Plan5500

Forest City, IA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Forest City, IA has 9 loaded benefit plan(s) reported by 3 plan sponsor(s), with $25,367,569 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
3
Latest filing year
2023

What stands out in Forest City

  • 9 loaded plans hold $25.4M in reported assets across 3 sponsors.
  • The largest, Manufacturers Bank Retirement Plan, holds 88% of reported Forest City plan assets.
  • Plans cover 1,442 participants — about 160 per plan.
  • 22% of loaded plans report full Schedule H/I financial statements.
  • 11% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.4MSummed across loaded plans$25,367,569
Total reported assets$25.4M$25,367,569
Total reported participants1.4K1,442
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.4M total assets
Net assets$25.4MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$1.1M
Total income / additions$5.3M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements2 / 9 (22%)
Plans with provider compensation1 / 9 (11%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Forest City, IA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Forest City market comparison

Largest plan share of assets88%Manufacturers Bank Retirement Plan
Participants per plan160Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Forest City

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Manufacturers Bank Retirement Plan$22.3M
    Manufacturers Bank & Trust Company · 2023
  2. 2
    Cdi, LLC 401(K) Plan$3.1M
    Cdi, LLC · 2023
  3. 3
    Waldorf Acquisition, LLC Medical Plannot reported in the loaded dataset
    Waldorf Acquisition, LLC · 2023
  4. 4
    Waldorf Acquisition, LLC. Dentalnot reported in the loaded dataset
    Waldorf Acquisition, LLC · 2023
  5. 5
    Waldorf Acquisition, LLC. Teledoc Plannot reported in the loaded dataset
    Waldorf Acquisition, LLC · 2023
  6. 6
    Waldorf Acquisition, LLC Vision Plannot reported in the loaded dataset
    Waldorf Acquisition, LLC · 2023
  7. 7
    Waldorf Acquisition, LLC Life/Ad&D Plannot reported in the loaded dataset
    Waldorf Acquisition, LLC · 2023
  8. 8
    Waldorf Acquisition, LLC Ltd Plannot reported in the loaded dataset
    Waldorf Acquisition, LLC · 2023
  9. 9
    Cdi, LLC Medical Benefit Plannot reported in the loaded dataset
    Cdi, LLC · 2023

Largest plans in Forest City → · Forest City plans by participants → · Forest City plans with financial data → · Forest City plans with provider compensation → · $1B+ plans in Forest City →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Forest City, IA?
9 plan(s) reported by 3 sponsor(s) are loaded for Forest City, IA.

Related Form 5500 pages